Nvidia continues to blow expectations away. Microsoft stock has rarely been this cheap on an earnings basis in recent years.
Source: https://www.fool.com/investing/2026/03/03/2-trillion-dollar-…
The consumer staples sector has gained 1.5% over the past year, compared to a 17% increase for the S&P 500 index. There was an interesting performance reversal that occurred over this past year.
Big tech plans to spend nearly $700 billion on artificial intelligence (AI) infrastructure this year. When Nvidia reports Q4 earnings, smart investors will listen closely to where management sees hyperscaler budgets flowing.
History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.
